ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,114 $904K 0.24% -46 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 5,111 $903K 0.44% +280 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,084 $899K 0.45% +15 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,083 $899K 0.2% +739 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,083 $898K 0.13% +1,982 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 5,076 $897K 0.13% -272 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,075 $897K 0.2% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,068 $896K 0.46% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,031 $889K 0.13% -98 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,029 $889K 0.27% +95 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,011 $888K 0.12% -398 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,018 $887K 0.3% -1,737 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,010 $886K 0.01% -509 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,010 $885K 0.07% -162 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,005 $885K 0.59% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,004 $884K 0.02% +674 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,991 $884K 0.64% +690 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,987 $881K 0.23% +250 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,982 $881K 0.04% -166 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,980 $880K 0.15% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,979 $880K 0.32% +81 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,976 $879K 0.65% +265 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,966 $878K 0.14% -39 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,965 $878K 0.53% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,958 $876K 0.56% +418 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,952 $875K 0.66% +1,139 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,938 $873K 0.34% -1,084 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,933 $872K 0.03% -332 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,928 $871K 0.11% +1,735 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,927 $871K 0.22% -2 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,894 $865K 0.21% -1,172 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,893 $865K 0.38% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,887 $864K <0.01% +776 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,886 $863K 0.79% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,874 $861K 0.02% +3,673 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,872 $861K 0.24% +28 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,861 $859K 0.39% -318 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,860 $859K 0.15% -2,241 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,830 $858K 0.06% +107 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,822 $852K 0.11% -162 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,820 $852K 0.41% -400 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,819 $852K 0.11% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,810 $850K 0.19% +54 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,724 $849K 0.72% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,771 $843K 0.25% +802 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,757 $841K 0.36% -32 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,736 $840K 0.42% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,749 $839K 0.3% +767 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,739 $838K 0.21% -2,105 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,737 $837K 0.15% -5 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,733 $837K 0.31% +9 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,729 $836K 0.04% +15 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,700 $831K 0.04% -31 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,682 $827K 0.56% -77 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,678 $827K <0.01% new 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,677 $827K <0.01% -1,220 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,664 $824K 0.18% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,569 $821K 0.23% -719 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,639 $820K 0.22% +156 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,616 $816K 0.24% +403 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,608 $814K 0.37% 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,594 $812K 0.22% -65 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,582 $810K 0.02% +86 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 4,576 $809K 0.76% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,574 $808K 0.29% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,569 $808K 0.08% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,564 $807K 0.39% -56 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,524 $803K 0.15% -21,012 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,539 $802K 0.3% -792 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,533 $801K 0.37% +126 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,531 $801K 0.29% +173 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,472 $799K <0.01% +3,046 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,516 $798K 0.19% -863 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,511 $797K 0.11% +361 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,503 $796K 0.17% -833 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,494 $794K 0.04% -122 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,487 $793K 0.04% +700 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,478 $791K 0.04% +31 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,460 $788K 0.33% +398 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,425 $782K 0.29% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,425 $782K 0.06% -229 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,425 $782K 0.52% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,423 $782K 0.14% -21 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,355 $781K 0.28% -2 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,419 $781K 0.18% -201 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,877 $776K 0.2% +5,701 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,385 $775K 0.71% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,380 $774K 0.04% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,479 $774K 0.06% -100 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 1,361 $771K 0.18% -2,932 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,357 $770K 0.53% +979 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,345 $768K 0.01% +6 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,335 $766K 0.22% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,329 $765K 0.15% -2,992 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,315 $763K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,272 $759K 0.02% -247 13F-HR/A Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,286 $758K 0.14% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,236 $756K 0.24% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,258 $753K 0.33% -141 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,238 $749K 0.51% -196 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,221 $746K 0.27% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,214 $745K 0.02% -363 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,201 $742K 0.6% +23 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,199 $742K 0.11% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,174 $738K 0.14% -23 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,167 $736K 0.02% +286 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,156 $735K 0.06% -1,769 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 4,149 $733K 0.35% -149 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,143 $732K 0.01% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $732K 0.1% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,130 $730K 0.15% +241 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,129 $730K 0.4% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,092 $727K 0.46% -7 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,088 $723K 0.37% +234 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,080 $721K 0.3% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,057 $717K 0.15% -29 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,034 $717K 0.12% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,046 $716K 0.06% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,050 $716K 0.42% +425 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,050 $716K 0.01% -899 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 4,019 $714K 0.26% -3,494 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,038 $714K 0.58% +101 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,003 $712K 0.43% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,026 $712K 0.26% -53 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,013 $709K 0.6% +95 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,012 $709K 0.07% +250 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,012 $709K 0.17% +116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,006 $708K 0.07% +994 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,003 $707K 0.5% -236 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $707K 0.5% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,998 $707K 0.3% -32 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,990 $705K 0.61% +331 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,986 $704K 0.09% -4,196 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,974 $702K 0.02% +646 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,943 $697K 0.67% +1,635 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,936 $696K 0.54% +316 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,932 $695K 0.13% +58 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,927 $694K 0.28% -25 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $693K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,913 $692K 0.1% +2,949 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $691K 0.23% 0 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $689K 0.52% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,881 $686K 0.1% -250 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,880 $686K 0.05% -125 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,859 $682K 0.35% +185 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $681K 0.09% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,829 $680K 0.07% +590 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,831 $677K 0.66% +96 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,817 $675K 0.26% +395 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,790 $673K 0.55% -325 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,802 $672K 0.04% -331 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,796 $671K 0.3% -198 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,787 $669K 0.18% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,778 $668K 0.1% -2 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,777 $668K 0.09% +520 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,751 $663K 0.11% +64 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,750 $663K 0.01% 0 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,724 $658K 0.52% +331 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,719 $657K <0.01% -77 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,702 $655K 0.32% +37 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,705 $655K 0.06% +1,381 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,693 $653K 0.16% -76 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,689 $652K 0.13% -176 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,688 $652K 0.21% -105 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,687 $652K 0.02% +64 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,676 $650K 0.07% -25 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,668 $648K 0.17% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,605 $648K 0.23% +1,066 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,656 $646K 0.38% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,652 $645K 0.28% +809 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,647 $645K 0.08% +242 13F-HR/A Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,644 $644K 0.19% -2 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 3,642 $644K 0.96% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,640 $643K 0.43% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,628 $641K 0.11% -130 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,620 $640K 0.03% +50 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,603 $637K 0.5% +661 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,601 $636K 0.21% +55 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,592 $635K 0.24% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,591 $635K 0.27% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,591 $635K 0.45% +173 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,585 $634K 0.07% -36 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,570 $631K 0.1% -3,923 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,567 $630K 0.07% +2 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,556 $628K 0.01% +1,873 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,543 $626K 0.06% -263 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,543 $626K 0.07% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,527 $623K 0.1% +161 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $622K 0.09% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,496 $618K 0.28% -51 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,492 $617K 0.09% +12 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,482 $615K 0.18% -11 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,476 $614K 0.29% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,473 $614K 0.07% +598 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,461 $612K 0.07% +14 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,446 $609K 0.1% +7 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,444 $609K 1.46% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,437 $607K 0.01% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,436 $607K 0.23% -72 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,432 $606K 0.07% -58 13F-HR Timeline